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Syed Shah🏴☠️🌊
@syed
Chip Wars Cast #4 Section about the 1980s strikes home. About Japan being replicators and the U.S. being the innovators. This was said right before Japan spent the next decade taking over the mantle of innovators. I’ve thought and probably casted something similar about China recently with @balajis.eth usually taking the opposite bull case. While I don’t think I’m wrong on the long time scale, the dynamics could change and my thesis be proven wrong, like the way the dynamics with Japan changed in the 80s vs 90s. It makes me wonder what I’m missing/ignoring. What is Balaji seeing that I’m dismissing. Makes me think I need to spend more time learning and listening.
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Scott Howard
@scottjhoward
Anything in the book on the Japan 80/90s analogy to current China ~10/20s? Analysis given to demographics? Such as Japan’s demographic aging (decreasing volume of prime-age workers) contribution to weakening of innovation->commercialition? China is in its own version of a demographic trend the ‘experts’ ascribe as negative. Lets generalize to the Peter Zeihan macro view that china is demographically screwed. Japan and China are very different in many ways but I think its fair to leverage similarities and analogy through their histories and current state for analysis and forecast.
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